a*****1
发帖数: 3134 | 1 Fundamental speaking, over supply of oil is the current trend. OPEC has no
control over the price of oil as US E&P are increasing production YOY. The
only way OPEC can make a meaningful impact is to increase production, thus
reducing price to force some of the high cost oil production company out of
business.
The the reasonable target is to set the price at $60 and last for a year or
two. Since the breakeven price for most of the shale company is around $80,
the world supply will start to balanc... 阅读全帖 |
|
a*****1
发帖数: 3134 | 2 Fundamental speaking, over supply of oil is the current trend. OPEC has no
control over the price of oil as US E&P are increasing production YOY. The
only way OPEC can make a meaningful impact is to increase production, thus
reducing price to force some of the high cost oil production company out of
business.
The the reasonable target is to set the price at $60 and last for a year or
two. Since the breakeven price for most of the shale company is around $80,
the world supply will start to balanc... 阅读全帖 |
|
s***t
发帖数: 4 | 3 what is the hot topic in current turnaournd/ restructuring market? such as
teams , recent deals, areas. Many
thanks in advance. |
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